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Part of the Release Notes: Exatouch Version 8.324 series

New Feature: Dynamic Reordering

  • Last Updated: May 3, 2021
  • Compatible Version: 8.324

Expedite reorders by enrolling your items and vendors in Dynamic Reordering. As included items are depleted from inventory, Exatouch creates purchase orders based on each item’s Safe Qty, on the day and time you set for each vendor. Save time previously spent tracking low inventory manually, and place orders to restock before you run out of popular items.

Enroll Vendors in Dynamic Reordering

  1. Open a vendor’s details record.
  2. Enable Auto Dynamic Reordering.
  3. Accept the default purchase order generation time (Sunday, 6:00 PM) or define a custom date and time.
  4. Save your changes, then link this vendor to each item you enroll.

Enroll Items in Dynamic Reordering

  1. Navigate to the Inventory tab of an item.
  2. Enable Dynamic Reordering, and define a Safe Qty for the item. This disables the Reorder Qty field.
  3. Add or link a vendor on the item’s Purchasing tab. The vendor must be enrolled in Auto Dynamic Reordering.
  4. Save your changes.

Review and Submit Your Purchase Orders

If items enrolled in dynamic reordering are below their Safe Qty at your vendor’s Create Time, a purchase order is generated, ordering enough inventory to bring your inventory levels back up to their Safe Qty amount. Complete and process the purchase order as needed.

Create Interim Purchase Orders

If you create a purchase order off the reorder cycle, you can add any items enrolled in Dynamic Reordering. Exatouch will suggest reordering enough inventory to reach the Safe Qty amount; accept or change to suit your needs. Complete and process the purchase order as needed.

Popular With

Grocery/C-StoreLiquorPizzaQSR/DeliveryRetailSalon/SpaTable Service

Related Topics

  • Purchase Order Management
  • Inventory Setup & Management
  • Release Notes - Q1 2021

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